EP Wealth Advisors, LLC More: the full row for EP Wealth Advisors, LLC 13,725 $1.94M 0.01% 13F-HR Timeline MONECO ADVISORS, LLC More: the full row for MONECO ADVISORS, LLC 13,612 $1.92M 0.15% +4,936 13F-HR Timeline Finward Bancorp More: the full row for Finward Bancorp 13,502 $1.91M 1.48% -112 13F-HR Timeline Corient Private Wealth LP in group Corient Private Wealth LP More: the full row for Corient Private Wealth LP 13,273 $1.87M <0.01% +5,721 13F-HR/A Timeline Group OGOREK ANTHONY JOSEPH /NY/ /ADV More: the full row for OGOREK ANTHONY JOSEPH /NY/ /ADV 13,208 $1.86M 0.51% +70 13F-HR Timeline Passumpsic Savings Bank More: the full row for Passumpsic Savings Bank 13,034 $1.84M 1.01% 13F-HR Timeline CIBC Private Wealth Group LLC in group CIBC Bancorp USA Inc. More: the full row for CIBC Private Wealth Group LLC 12,683 $1.79M <0.01% +705 13F-HR Timeline Group Merited Wealth, LLC More: the full row for Merited Wealth, LLC 12,531 $1.77M 1.64% 13F-HR Timeline DMKC Advisory Services, LLC More: the full row for DMKC Advisory Services, LLC 12,446 $1.76M 0.77% 0 13F-HR Timeline Sowell Financial Services LLC More: the full row for Sowell Financial Services LLC 12,383 $1.75M 0.06% -548 13F-HR Timeline NewEdge Advisors, LLC More: the full row for NewEdge Advisors, LLC 12,292 $1.74M 0.01% +1,687 13F-HR Timeline NORTHERN TRUST CORP in group NORTHERN TRUST CORP More: the full row for NORTHERN TRUST CORP 11,978 $1.69M <0.01% 0 13F-HR Timeline Group Gotham Asset Management, LLC More: the full row for Gotham Asset Management, LLC 11,977 $1.69M 0.01% 0 13F-HR Timeline Bowman & Co S.C. More: the full row for Bowman & Co S.C. 11,788 $1.66M 0.7% +81 13F-HR Timeline VSM Wealth Advisory, LLC More: the full row for VSM Wealth Advisory, LLC 11,783 $1.66M 0.5% +2,887 13F-HR Timeline Procyon Advisors, LLC More: the full row for Procyon Advisors, LLC 11,504 $1.62M 0.08% -24 13F-HR Timeline Quantinno Capital Management LP More: the full row for Quantinno Capital Management LP 11,297 $1.59M <0.01% +2,143 13F-HR Timeline PFG Advisors More: the full row for PFG Advisors 11,234 $1.59M 0.08% -8,654 13F-HR Timeline Global Retirement Partners, LLC More: the full row for Global Retirement Partners, LLC 11,177 $1.58M 0.03% +427 13F-HR Timeline SIGNATURE ESTATE & INVESTMENT ADVISORS … in group SIGNATURE ESTATE & INVESTMENT… More: the full row for SIGNATURE ESTATE & INVESTMENT ADVISORS LLC 10,904 $1.54M 0.03% +118 13F-HR Timeline Group Ballentine Partners, LLC More: the full row for Ballentine Partners, LLC 10,700 $1.51M 0.02% 0 13F-HR Timeline Causey Wealth LLC More: the full row for Causey Wealth LLC 10,694 $1.51M 0.69% -756 13F-HR Timeline Harpswell Capital Advisors, LLC More: the full row for Harpswell Capital Advisors, LLC 9,787 $1.38M 1.1% +1,250 13F-HR Timeline REGIONS FINANCIAL CORP in group REGIONS FINANCIAL CORP More: the full row for REGIONS FINANCIAL CORP 9,736 $1.37M 0.01% -287 13F-HR Timeline Group Petix & Botte Co More: the full row for Petix & Botte Co 9,700 $1.37M 0.31% 0 13F-HR Timeline RWA WEALTH PARTNERS, LLC More: the full row for RWA WEALTH PARTNERS, LLC 9,619 $1.36M 0.01% +304 13F-HR Timeline CARY STREET PARTNERS FINANCIAL LLC in group CARY STREET PARTNERS ASSET MA… More: the full row for CARY STREET PARTNERS FINANCIAL LLC 9,618 $1.36M 0.03% -120 13F-HR Timeline Group LEVEL FOUR ADVISORY SERVICES, LLC in group LEVEL FOUR ADVISORY SERVICES,… More: the full row for LEVEL FOUR ADVISORY SERVICES, LLC 9,575 $1.35M 0.04% -14 13F-HR Timeline Group CoreCap Advisors, LLC More: the full row for CoreCap Advisors, LLC 9,515 $1.34M 0.05% -1,936 13F-HR Timeline Summit Financial, LLC More: the full row for Summit Financial, LLC 9,514 $1.34M 0.02% -637 13F-HR Timeline BANK OF MONTREAL /CAN/ in group BANK OF MONTREAL /CAN/ More: the full row for BANK OF MONTREAL /CAN/ 8,932 $1.26M <0.01% +355 13F-HR Timeline Group Pacific Excel Wealth Advisors, Inc. More: the full row for Pacific Excel Wealth Advisors, Inc. 8,832 $1.25M 2.36% 13F-HR Timeline Summit Trail Advisors, LLC More: the full row for Summit Trail Advisors, LLC 8,820 $1.25M 0.02% 0 13F-HR Timeline High Net Worth Advisory Group LLC More: the full row for High Net Worth Advisory Group LLC 8,813 $1.24M 0.29% 0 13F-HR Timeline J.W. COLE ADVISORS, INC. More: the full row for J.W. COLE ADVISORS, INC. 12,948 $1.21M 0.03% +233 13F-HR Timeline Blackston Financial Advisory Group, LLC More: the full row for Blackston Financial Advisory Group, LLC 8,351 $1.18M 0.72% -5 13F-HR Timeline Rehmann Capital Advisory Group More: the full row for Rehmann Capital Advisory Group 8,221 $1.16M 0.06% +201 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 8,075 $1.14M 0.03% +6,651 13F-HR Timeline SCS Capital Management LLC More: the full row for SCS Capital Management LLC 7,963 $1.12M 0.01% +86 13F-HR Timeline CFC Planning Co LLC More: the full row for CFC Planning Co LLC 7,732 $1.09M 0.84% +3,565 13F-HR Timeline M&T Bank Corp in group M&T Bank Corp More: the full row for M&T Bank Corp 7,705 $1.09M <0.01% -150 13F-HR/A Timeline Group World Investment Advisors More: the full row for World Investment Advisors 7,678 $1.08M 0.02% +260 13F-HR/A Timeline Americana Partners, LLC More: the full row for Americana Partners, LLC 7,594 $1.07M 0.03% -11,035 13F-HR Timeline Visionary Wealth Advisors More: the full row for Visionary Wealth Advisors 7,383 $1.04M 0.05% -1,137 13F-HR Timeline Oxinas Partners, LLC More: the full row for Oxinas Partners, LLC 7,368 $1.04M 0.5% new 13F-HR Timeline Private Wealth Group, LLC More: the full row for Private Wealth Group, LLC 7,354 $1.04M 0.5% 0 13F-HR Timeline Crane Advisory, LLC More: the full row for Crane Advisory, LLC 7,126 $1.04M 0.16% 0 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 7,342 $1.04M 0.02% +675 13F-HR Timeline Koshinski Asset Management, Inc. 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More: the full row for Collaborative Wealth Managment Inc. 4,896 $691K 0.24% 0 13F-HR Timeline Wagner Wealth Management, LLC More: the full row for Wagner Wealth Management, LLC 4,894 $691K 0.15% 0 13F-HR Timeline Independent Wealth Advisors LLC More: the full row for Independent Wealth Advisors LLC 4,867 $687K 0.72% 13F-HR Timeline Venture Visionary Partners LLC More: the full row for Venture Visionary Partners LLC 4,800 $678K 0.02% 0 13F-HR Timeline Csenge Advisory Group More: the full row for Csenge Advisory Group 4,748 $670K 0.03% -188 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 4,700 $663K 0.15% +235 13F-HR Timeline Strategic Investment Solutions, Inc. /IL More: the full row for Strategic Investment Solutions, Inc. /IL 4,694 $663K 0.16% -49 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. 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More: the full row for Bright Futures Wealth Management, LLC. 4,471 $631K 0.47% +127 13F-HR Timeline Steward Partners Investment Advisory, L… More: the full row for Steward Partners Investment Advisory, LLC 4,461 $630K <0.01% +418 13F-HR Timeline Goldstone Financial Group, LLC More: the full row for Goldstone Financial Group, LLC 4,427 $625K 0.07% -195 13F-HR Timeline SG Americas Securities, LLC More: the full row for SG Americas Securities, LLC 4,346 $613K <0.01% new 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 4,185 $591K 0.04% 0 13F-HR Timeline SENTINEL PENSION ADVISORS, LLC More: the full row for SENTINEL PENSION ADVISORS, LLC 4,152 $586K 0.09% +520 13F-HR Timeline Genesis Financial Group, LLC More: the full row for Genesis Financial Group, LLC 4,130 $583K 0.34% 13F-HR Timeline Foundations Investment Advisors, LLC More: the full row for Foundations Investment Advisors, LLC 4,127 $583K 0.01% +1,888 13F-HR Timeline Tower Research Capital LLC (TRC) in group Tower Research Capital LLC (T… More: the full row for Tower Research Capital LLC (TRC) 4,126 $582K 0.01% +1,634 13F-HR Timeline Group Keeler Thomas Management LLC More: the full row for Keeler Thomas Management LLC 4,114 $581K 0.28% -234 13F-HR Timeline Capital Investment Advisory Services, L… More: the full row for Capital Investment Advisory Services, LLC 4,089 $577K 0.04% +3 13F-HR Timeline Turtle Creek Wealth Advisors, LLC More: the full row for Turtle Creek Wealth Advisors, LLC 4,074 $575K 0.05% 0 13F-HR Timeline Pinion Investment Advisors, LLC More: the full row for Pinion Investment Advisors, LLC 4,065 $574K 0.14% +288 13F-HR Timeline Russell Investments Group, Ltd. in group Russell Investments Group, Lt… More: the full row for Russell Investments Group, Ltd. 4,065 $574K <0.01% -31 13F-HR Timeline Group Optivise Advisory Services LLC More: the full row for Optivise Advisory Services LLC 4,020 $567K 0.33% +170 13F-HR Timeline Martel Wealth Advisors LLC More: the full row for Martel Wealth Advisors LLC 4,008 $566K 0.1% +43 13F-HR Timeline Todd Wealth Management, LLC More: the full row for Todd Wealth Management, LLC 3,993 $564K 0.51% 13F-HR Timeline ALLIANCEBERNSTEIN L.P. More: the full row for ALLIANCEBERNSTEIN L.P. 3,922 $554K <0.01% new 13F-HR Timeline Bank of New York Mellon Corp in group Bank of New York Mellon Corp More: the full row for Bank of New York Mellon Corp 3,853 $544K <0.01% 0 13F-HR Timeline Group Advisory Services Network, LLC More: the full row for Advisory Services Network, LLC 3,849 $543K 0.01% +36 13F-HR Timeline Investment Research & Advisory Group, I… More: the full row for Investment Research & Advisory Group, Inc. 3,794 $536K 0.18% +12 13F-HR Timeline Bell Bank More: the full row for Bell Bank 3,790 $535K 0.02% -61 13F-HR Timeline Gallacher Capital Management LLC More: the full row for Gallacher Capital Management LLC 3,671 $518K 0.2% +1,435 13F-HR Timeline Eagle Wealth Advisors LLC More: the full row for Eagle Wealth Advisors LLC 3,641 $514K 0.44% 13F-HR Timeline Duncan Williams Asset Management, LLC More: the full row for Duncan Williams Asset Management, LLC 3,354 $506K 0.13% -314 13F-HR Timeline WATERS PARKERSON & CO., LLC More: the full row for WATERS PARKERSON & CO., LLC 3,566 $503K 0.02% new 13F-HR Timeline Brookstone Capital Management in group Brookstone Capital Management More: the full row for Brookstone Capital Management 3,556 $502K 0.01% +1,607 13F-HR Timeline Group OxenFree Capital LLC More: the full row for OxenFree Capital LLC 3,545 $500K 0.26% -17 13F-HR Timeline Pillar Financial Advisors, LLC More: the full row for Pillar Financial Advisors, LLC 3,510 $495K 0.3% 0 13F-HR Timeline Bay Capital Advisors, LLC More: the full row for Bay Capital Advisors, LLC 3,500 $494K 0.3% 0 13F-HR Timeline WESTBOURNE INVESTMENTS, INC. More: the full row for WESTBOURNE INVESTMENTS, INC. 3,455 $488K 0.23% -261 13F-HR Timeline Simplicity Wealth,LLC More: the full row for Simplicity Wealth,LLC 3,444 $486K 0.03% -2,640 13F-HR Timeline SILVER OAK SECURITIES, INCORPORATED More: the full row for SILVER OAK SECURITIES, INCORPORATED 3,386 $481K 0.03% +211 13F-HR Timeline BESSEMER GROUP INC in group BESSEMER GROUP INC More: the full row for BESSEMER GROUP INC 3,370 $476K <0.01% 0 13F-HR Timeline Group LWM ADVISORS INC More: the full row for LWM ADVISORS INC 3,306 $467K 0.41% 0 13F-HR Timeline Fusion Family Wealth, LLC More: the full row for Fusion Family Wealth, LLC 3,290 $464K 0.04% 0 13F-HR Timeline MONOGRAPH WEALTH ADVISORS, LLC More: the full row for MONOGRAPH WEALTH ADVISORS, LLC 3,258 $460K 0.05% 0 13F-HR Timeline BCO Wealth Management LLC More: the full row for BCO Wealth Management LLC 3,242 $458K 0.28% -87 13F-HR Timeline Balefire, LLC More: the full row for Balefire, LLC 3,239 $457K 0.09% -12 13F-HR Timeline Avalon Trust Co More: the full row for Avalon Trust Co 3,234 $457K 0.03% 0 13F-HR Timeline Fort Sheridan Advisors LLC More: the full row for Fort Sheridan Advisors LLC 3,230 $456K 0.06% +107 13F-HR Timeline ENTRUST FINANCIAL LLC More: the full row for ENTRUST FINANCIAL LLC 3,220 $454K 0.34% 13F-HR Timeline Y-Intercept (Hong Kong) Ltd More: the full row for Y-Intercept (Hong Kong) Ltd 3,152 $445K 0.01% -6,094 13F-HR Timeline NewEdge Wealth, LLC More: the full row for NewEdge Wealth, LLC 3,139 $443K 0.01% new 13F-HR Timeline Nemes Rush Group LLC More: the full row for Nemes Rush Group LLC 3,130 $442K 0.04% +2,881 13F-HR Timeline Welch Group, LLC More: the full row for Welch Group, LLC 3,072 $434K 0.02% 0 13F-HR Timeline PRINCIPAL SECURITIES, INC. in group PRINCIPAL FINANCIAL GROUP INC More: the full row for PRINCIPAL SECURITIES, INC. 3,064 $433K 0.01% +307 13F-HR Timeline Group Waterloo Capital, L.P. More: the full row for Waterloo Capital, L.P. 3,034 $428K 0.03% new 13F-HR Timeline GreatBanc Trust CO More: the full row for GreatBanc Trust CO 2,998 $423K 0.3% 0 13F-HR Timeline Main Street Financial Solutions, LLC More: the full row for Main Street Financial Solutions, LLC 2,950 $416K 0.03% -70 13F-HR Timeline RF&L WEALTH MANAGEMENT, LLC More: the full row for RF&L WEALTH MANAGEMENT, LLC 2,922 $412K 0.23% 0 13F-HR Timeline Sonoma Private Wealth LLC More: the full row for Sonoma Private Wealth LLC 2,889 $408K 0.49% 0 13F-HR Timeline Integrated Wealth Concepts LLC More: the full row for Integrated Wealth Concepts LLC 2,881 $407K <0.01% -12,985 13F-HR Timeline RITHOLTZ WEALTH MANAGEMENT More: the full row for RITHOLTZ WEALTH MANAGEMENT 2,865 $404K 0.01% 0 13F-HR Timeline RETIREMENT INCOME SOLUTIONS, INC More: the full row for RETIREMENT INCOME SOLUTIONS, INC 2,865 $404K 0.07% 0 13F-HR Timeline ENDEAVOR PRIVATE WEALTH, INC. 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More: the full row for Valmark Advisers, Inc. 2,447 $345K <0.01% +69 13F-HR Timeline Garden State Investment Advisory Servic… More: the full row for Garden State Investment Advisory Services LLC 2,436 $344K 0.08% -393 13F-HR Timeline Dana Investment Advisors, Inc. More: the full row for Dana Investment Advisors, Inc. 2,420 $342K 0.01% -55 13F-HR Timeline VERUS CAPITAL PARTNERS, LLC More: the full row for VERUS CAPITAL PARTNERS, LLC 2,420 $342K 0.02% new 13F-HR/A Timeline Nicholas Hoffman & Company, LLC. More: the full row for Nicholas Hoffman & Company, LLC. 2,377 $336K 0.01% 0 13F-HR Timeline AA Financial Advisors, LLC More: the full row for AA Financial Advisors, LLC 2,354 $332K 0.06% new 13F-HR Timeline Focus Financial Network, Inc. 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